IBM Message Board - Msg: 11067396

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Technology Stocks : IBM

IBM 303.21

-0.3%

1:23 PM EST

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To: Don Hurst who wrote (5511)	8/25/1999 5:52:00 PM
From: Arrow Hd.	Read Replies (2) of 8218

Still more than a month left to make up any short fall assuming a short fall exists in the mainframe server business area. August is a terrible month to close an order since it is the most popular executive vacation month, at least in my experiences. My sense is that there will be a September push to get hardware installed for those enterprises planning for a data center freeze. Over the past few months there has been a lot less tension on the Y2K front. The possibility exits that there could be a more normal fourth quarter than expected. If the third quarter normalizes and the fourth quarter has a limited stall the year could turn out very well.

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